Joshua Loggins
Joshua Loggins is a registered investment advisor at Banker Investment Group, based in West Lafayette, IN, with 18 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 440 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
1241 Cumberland Avenue, Suite B, West Lafayette, IN, 47906
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joshua owns On Deck Inc., a baseball instruction business, dedicating minimal time. He also works as an insurance broker for Loggins Financial Services, selling life, disability, and health insurance, spending about 10-20% of his time on this.
Employment History
Current Registrations
Banker Investment Group
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations1 state
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